Comprehensive retirement income planning is a complex area that relies heavily upon leveraging the most effective Social Security claiming strategy for each individual.  CSSCS members have the expertise required to help retirees make the most  effective claiming decision to meet their income needs in retirement.  Use the tool below to find a CSSCS member in your community.

We are proud to recognize our Lifetime Members

Billie Cook of ICM Private Client Group, LLC in Carlsbad, CA.  Billie is a graduate of Point Loma Nazarene University with a Bachelor of Science in Business Administration and holds both the Series 7 and Series 66 licenses.

Scott Rethi of Cascade Investment Group, Inc in Colorado Springs, CO.  Scott is a graduate of Indiana University of Pennsylvania and holds both the Series 7 and Series 66 licenses.

Enter the following search criteria to Find A Certified Strategist near you:


 
Displaying 121–140 of 152  1 2 5 6 7 8
First name Last name License State(s) Credentials Email
Adolfo Rodriguez TX Resident License State: TX
Certification/Licenses: RFC, NSSA
Joseph E Roseman Jr NC Resident License State: NC
Certificates/License: CRPC
Angelica Roxas CA Resident License State: CA
Certification/Licenses: IAR
Janna Schoenborn CA Resident License State: CA
Barbara Shufani CA Resident License State: CA
Puneet Singh CA Resident License State: CA
Michael Sise MD Resident License State: MD
Certifications/Licenses: CFP
Stephen Smith IL Resident License State: IL
Alison Smith-Vaniz MA Resident License State: MA
Brian Souders NC Resident License State: NC
William Spencer TX Resident License State: TX
Michael Sperrazza NY Resident License State: NY
Stephen Stack NC Resident License State: NC
Certification/Licenses: ChFC, CLU, RFC, MCEP, CEP, MSFS
Anne Stack NC Resident License State: NC
James Steele VA Resident License State: VA
David Titus TN Resident License State: TN
Vikram Udeshi MA Resident License State: MA
Certification/Licenses: MBA, LTCP, CLTC
August Velten FL Resident License State: FL
Certification/Licenses: CLU, LUTCF
Roger Waite CA Resident License State: CA
Kregg Walisiak IL Resident License State: IL
Displaying 121–140 of 152  1 2 5 6 7 8